Text Messaging from within a report

Owned by Colin.Campbell
Apr 12, 2023
2 min read

Many reports allow you to send text messages from within the report. This is done by selecting Send Text Messages under Bulk Messaging

Send Text Messages

If you have a template for the message you would like to send, select it from the Text Message Template drop down selection. Ensure the following are selected:

  • Communication Consent - Dispensary or Point of Sale

  • Send Only one message per person

If you are using a new text message, click Create New and type your message.

You can add a field from the right-hand side by clicking on the field. This allows you to put the person’s name, NHI number or any other detail from the list in the message.

Click Add As New to save the template.

You can preview the messages by clicking Preview and Send Text Msg’s or send them direct using Send Selected Text Msg’s without preview